Rob BergerRob Berger founded the Dough Roller in 2007. A litigation attorney in the securities industry, he lives in Northern Virginia with his wife, their two teenagers, and the family mascot, a shih tzu named Sophie.

12 Last Minute Tax moves for 2015

With the year coming to a close, now is a good time to consider a few last-minute tax moves. With just a little effort, you potentially can save thousands in taxes. And even though 2016 is just around the corner, there’s still plenty of time to get last minute tax moves completed. Here are 12 tax […]

Published or Updated: December 23, 2015

Is a Donor-Advised Fund Right for You?

My wife and I opened a donor-advised fund several years ago. We chose Vanguard because it’s fees are some of the lowest available anywhere. Having made our charitable contributions through the fund, including donating appreciated stock and mutual fund shares, I thought it was time to cover this unique way to make donations. In addition, […]

Published or Updated: December 10, 2015

The 3 Ingredients to Building Lasting Wealth

Building wealth isn’t rocket science. Sure it can be hard to spend less than you make. And investing can be a bit overwhelming at first. But the math behind wealth is really simple. It only has three ingredients. And that’s true whether you’re Warren Buffett or a school teacher. It doesn’t matter how much you […]

Published or Updated: December 10, 2015

Income Investing in Retirement — The Pros and Cons

Income investing in retirement has a lot of initial appeal. Rather than selling shares of a mutual fund or stock, one can instead live off of dividends from stocks and interest from bonds. This approach feels much safer than actually selling part of your investment. The reality of income or dividend investing, however, is not […]

Published or Updated: December 5, 2015

Chase Sapphire Preferred Card Review

It’s tough to find a credit card that offers as big an up-front cash bonus as the Chase Sapphire Preferred card. I’ve written about credit cards for a long time and have carried just about all of them. Sapphire Preferred is one of the elite offers. Chase Sapphire Review Sign up bonus New cardholders will […]

Published or Updated: November 19, 2015

23 Powerful Tips and Tools to Eliminate Debt

Here is one of the most frequently asked questions in all of personal finance: “How do I get out of debt?” At one level, eliminating debt is simply about following a few steps: Stop going into more debt Spend less than you make Pay off debt with the difference If you follow these steps, eventually […]

Published or Updated: November 16, 2015

TradeKing Online Broker – $200 Bonus

TradeKing has once again launched its $200 cash bonus for customers that sign-up for a new TradeKing account.  If you recognize this promotion, it’s because TradeKing does this sort of thing from time to time. Click here for the $200 TradeKing $200 bonus offer In order to qualify for the $200 cash bonus, you must abide by […]

Published or Updated: November 5, 2015

The 1% Solution–How to Determine if a Rental Property is a Good Investment

When I first began looking into real estate investing, I spent a lot of time trying to figure out what criteria I would use in selecting which property to buy. I have built many Excel spreadsheets with mind-numbing calculations and data, all geared to finding that perfect investment property. The biggest question is always this–how […]

Published or Updated: November 3, 2015

The Ultimate Cash Back Credit Card Strategy

Recently I published a review of the Blue Cash Everyday from American Express credit card. With the preferred version of the card, you earn 6% cash back at the grocery store. That’s a huge return, and it got me to thinking–could a typical family earn $1,000 a year or more in cash rewards simply by […]

Published or Updated: November 10, 2015

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